Every Intake Bot gets an Analytics tab with completion rates, answer distributions, and optional AI insights. Edit Voice and Tone after generation, nest agent blocks inside branches, and bulk-edit questions in the builder.
You could already collect cases and score them. What you couldn’t do was look across a few hundred submissions and see where people finish, stall, or drop off, or change the bot’s voice after generation without rebuilding the flow. This release fixes both, and a couple of builder gaps that kept getting in the way.
Each Intake Bot now has an Analytics tab. You get a completion view (finished, in progress, abandoned), answer distributions for select, number, date, boolean, and agent-collected fields, and a breakdown of where input came from: typed answers, voice, advisor questions, and agent turns.
Pick a schema version and a date range so totals stay explainable when the bot has changed. Turn on AI insights when you want recurring topics, top questions, and sentiment pulled from open-text answers and advisor Q&A. Insights run on demand and use credits. Analytics and insights are on Business and Enterprise.
The Voice Pack that shaped an AI-generated Intake Bot used to freeze at create time. There’s now a Voice and Tone settings section where you can change tone, emoji use, voice examples, negotiation style, and celebration behavior after the fact. A scoped re-polish rewrites just the welcome and farewell to match, and leaves the rest of the flow alone.
Agent blocks no longer have to sit at the top of a flow. Drop them inside branches and repeating groups. Their collected outputs flow through records, mappings, exports, PDFs, and validation the same way top-level fields do, so a goal-based conversation can live deep inside a conditional path.
Select multiple questions and act on them from one toolbar: duplicate, move, apply a shared condition, or delete. The move menu shows a recursive tree, so a selection can land in a nested branch or repeating group in one click instead of climbing a level at a time.
Analytics and AI insights on Business and Enterprise. Voice and Tone and bulk editing on all plans. Nested agent blocks on Pro and up.
Every Intake Bot now has an Analytics tab. See a completion funnel, answer distributions for select, number, date, boolean, and agent-collected fields, and a breakdown of where input comes from: typed answers, voice, advisor questions, and agent turns. Turn on AI insights to surface recurring topics, top questions, and sentiment across open-text answers and advisor Q&A. Pick a schema version and date range to keep totals explainable. Available on Business and Enterprise. AI insights use credits.
The Voice Pack an AI-generated Intake Bot is built with is no longer frozen. A new Voice and Tone settings section lets you edit tone, emoji use, voice examples, negotiation style, and celebration behavior after generation. A scoped re-polish action rewrites just the welcome and farewell messages to match your changes without touching the rest of the flow.
Agent blocks can now live at any depth in a flow, including inside branches and repeating groups, not just at the top level. Their collected outputs flow through records, mappings, exports, PDFs, and validation exactly like top-level fields, so you can drive a goal-based conversation deep inside a conditional path.
Select multiple questions in the builder and act on them at once from a single toolbar: duplicate, move, apply a shared condition, or delete. The move menu now shows a recursive tree, so a selection can drop straight into a deeply nested branch or repeating group with one click instead of moving a level at a time.
